U. a. Local 38 Trust Funds pension plans

U. a. Local 38 Trust Funds, San Francisco, CA. EIN 94-1285319. Annual reports 2009–2024. Also filed as U.A. Local 38 Defined Benefit; Joint Industry Board of the; Bot of U.A. Local 38 Defined Benefit Pension Plan; Joint Industry Board of the PLBG Pipefitting Ind.

U. a. Local 38 Trust Funds has 2 active retirement plans on file. The largest is the U. a. Local 38 Defined Benefit Pension Plan, with 2,816 participants and $553 million in assets in 2024. Solxsys Administrative Solutions has been its administrator since 2023.

Active plans: 2
Participants: 5,046
Plan assets: $762 million
401(k) recordkeeper: Solxsys Administrative Solutions
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

U. a. Local 38 Defined Benefit Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-1285319
Participants (2024): 2,816
Net assets (2024): $553 million
Administered by: Solxsys Administrative SolutionsEarlier: Health Services & Benefit Admin (2010–2018), Health Services Benefit Admin (2009)
Plan administrator: U. a. Local 38 Trust Funds
1621 Market Street Suite 400
San Francisco, CA 94103
(415) 626-2000As filed for 2024
In effect since: July 1, 1955

Earlier sponsors: U.A. Local 38 Defined Benefit (2009); Joint Industry Board of the (2010–2013); Bot of U.A. Local 38 Defined Benefit Pension Plan (2014); Joint Industry Board of the PLBG Pipefitting Ind. (2015–2016).

Earlier plan names: U.A. Local 38 Defined Benefit Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,816	$553 million	Solxsys Administrative Solutions
2023	2,799	$507 million	Solxsys Administrative Solutions
2022	2,814	$459 million	not listed
2021	2,976	$432 million	not listed
2020	2,896	$472 million	not listed
2019	2,805	$369 million	not listed
2018	2,716	$346 million	Health Services & Benefit Admin
2017	2,637	$305 million	Health Services & Benefit Admin
2016	2,589	$273 million	Health Services & Benefit Admin
2015	2,547	$227 million	Health Services & Benefit Admin
2014	2,412	$210 million	Health Services & Benefit Admin
2013	2,400	$186 million	Health Services & Benefit Admin
2012	2,284	$160 million	Health Services & Benefit Admin
2011	2,211	$132 million	Health Services & Benefit Admin
2010	2,194	$127 million	Health Services & Benefit Admin
2009	2,278	$111 million	Health Services Benefit Admin

U. a. Local 38 Defined Contribution Pension Plan

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 94-1285319
Participants (2024): 2,230
Net assets (2024): $210 million
Recordkeeper: Solxsys Administrative SolutionsEarlier: Health Services & Benefit Admin (2014–2018), Health Services & Benefit Adminis (2013), Health Services & Benefit Admin (2010–2012), Health Services Benefit Admin (2009)
Plan administrator: U.A. Local 38 Trust Funds
1621 Market Street Suite 400
San Francisco, CA 94103
(415) 626-2000As filed for 2024
In effect since: July 1, 1995

Earlier sponsors: U.A. Local 38 Defined (2009); Joint Industry Board of the PLBG Pipe (2010–2013); Joint Industry Board of the PLBG Pipe Fitting Ind Local 38 TR Funds (2014); Joint Industry Board of the PLBG Pipefitting Ind. (2015–2016).

Earlier plan names: U.A. Local 38 Defined Contribution 401A Pension Plan; U.A. Local 38 Defined Contribution 401(A) Pension Plan; U.A. Local 38 Defined Contribution Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,230	$210 million	Solxsys Administrative Solutions
2023	2,282	$196 million	Solxsys Administrative Solutions
2022	2,264	$183 million	not listed
2021	2,213	$169 million	not listed
2020	2,164	$194 million	not listed
2019	2,118	$151 million	not listed
2018	1,919	$139 million	Health Services & Benefit Admin
2017	1,890	$123 million	Health Services & Benefit Admin
2016	1,795	$108 million	Health Services & Benefit Admin
2015	1,786	$94.0 million	Health Services & Benefit Admin
2014	1,702	$89.2 million	Health Services & Benefit Admin
2013	1,593	$83.6 million	Health Services & Benefit Adminis
2012	1,546	$72.4 million	Health Services & Benefit Admin
2011	1,467	$60.7 million	Health Services & Benefit Admin
2010	1,384	$60.9 million	Health Services & Benefit Admin
2009	1,375	$51.1 million	Health Services Benefit Admin

If you had money in one of these plans

Call Solxsys Administrative Solutions, which runs the U. a. Local 38 Defined Contribution Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((415) 626-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

U. a. Local 38 Defined Benefit Pension Plan

U. a. Local 38 Defined Contribution Pension Plan

If you had money in one of these plans

What these numbers are

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